Boston Trust Walden’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Boston Trust Walden’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.9M	Buy	6,318 +493	+8%	+$305K	0.03%	229
2025 Q1	$3.26M	Sell	5,825 -37	-0.6%	-$20.7K	0.02%	234
2024 Q4	$3.44M	Sell	5,862 -207	-3%	-$121K	0.02%	236
2024 Q3	$3.48M	Sell	6,069 -1,122	-16%	-$644K	0.02%	235
2024 Q2	$3.91M	Sell	7,191 -24	-0.3%	-$13.1K	0.03%	231
2024 Q1	$3.77M	Buy	7,215 +210	+3%	+$110K	0.03%	231
2023 Q4	$3.33M	Sell	7,005 -63	-0.9%	-$29.9K	0.03%	231
2023 Q3	$3.02M	Buy	7,068 +2	+0%	+$855	0.03%	234
2023 Q2	$3.13M	Hold	7,066	–	–	0.03%	236
2023 Q1	$2.89M	Hold	7,066	–	–	0.03%	239
2022 Q4	$2.7M	Hold	7,066	–	–	0.02%	243
2022 Q3	$2.52M	Sell	7,066 -50	-0.7%	-$17.9K	0.03%	242
2022 Q2	$2.69M	Sell	7,116 -13	-0.2%	-$4.91K	0.03%	245
2022 Q1	$3.22M	Hold	7,129	–	–	0.03%	245
2021 Q4	$3.39M	Buy	7,129 +2,335	+49%	+$1.11M	0.03%	249
2021 Q3	$2.06M	Hold	4,794	–	–	0.02%	254
2021 Q2	$2.05M	Sell	4,794 -692	-13%	-$296K	0.02%	261
2021 Q1	$2.17M	Sell	5,486 -13	-0.2%	-$5.15K	0.02%	255
2020 Q4	$2.06M	Sell	5,499 -75	-1%	-$28K	0.02%	262
2020 Q3	$1.87M	Sell	5,574 -50	-0.9%	-$16.7K	0.02%	268
2020 Q2	$1.73M	Sell	5,624 -139	-2%	-$42.9K	0.02%	269
2020 Q1	$1.49M	Buy	5,763 +250	+5%	+$64.4K	0.02%	267
2019 Q4	$1.77M	Sell	5,513 -691	-11%	-$222K	0.02%	272
2019 Q3	$1.84M	Hold	6,204	–	–	0.02%	268
2019 Q2	$1.82M	Buy	6,204 +974	+19%	+$285K	0.02%	276
2019 Q1	$1.48M	Hold	5,230	–	–	0.02%	285
2018 Q4	$1.31M	Hold	5,230	–	–	0.02%	286
2018 Q3	$1.52M	Sell	5,230 -235	-4%	-$68.3K	0.02%	283
2018 Q2	$1.48M	Buy	5,465 +1,981	+57%	+$538K	0.02%	285
2018 Q1	$917K	Hold	3,484	–	–	0.01%	306
2017 Q4	$930K	Hold	3,484	–	–	0.01%	307
2017 Q3	$875K	Buy	3,484 +237	+7%	+$59.5K	0.01%	310
2017 Q2	$785K	Buy	3,247 +1,990	+158%	+$481K	0.01%	307
2017 Q1	$296K	Buy	+1,257	New	+$296K	﹤0.01%	340